Aquisition Manager Job at Grayling Associates, Bloomfield, CT

ZjFJWnd5YXFTRG03UmttQXNvd0dta2h2K3c9PQ==
  • Grayling Associates
  • Bloomfield, CT

Job Description

Job description

Job Title: Acquisition Manager – Mergers & Acquisitions

Location: Bloomfield, CT

Employment Type: Full-Time

About the Role:

We are looking for a driven and strategic Acquisition Manager to join our team in Bloomfield, CT , with a specific focus on acquiring and affiliating independent financial advisory firms . This is a high-impact role for someone passionate about growth, relationship building, and helping independent advisors transition their practice into a larger, well-resourced platform.

The ideal candidate will have deep knowledge of the independent financial services space , and experience sourcing, engaging, and closing acquisition or affiliation deals with firm owners and advisors.

Key Responsibilities:

  • Identify and pursue acquisition, affiliation, and partnership opportunities with independent financial advisory firms .
  • Conduct strategic cold outreach via phone, email, and networking to connect with firm principals, advisors, and broker-dealer reps.
  • Build relationships with advisors considering succession, retirement, or business growth opportunities through M&A or strategic partnership.
  • Qualify prospects and assess firm fit based on assets under management (AUM), client demographics, and strategic alignment.
  • Lead conversations around deal structure, valuation expectations, and integration support.
  • Partner with internal due diligence, legal, and onboarding teams to move deals from interest to execution.
  • Track activities and progress in CRM tools, managing a robust acquisition pipeline.

Qualifications:

  • 3–7 years of experience in financial services business development, advisor recruitment, M&A, or financial practice transitions.
  • Proven ability to build rapport with independent advisors and firm owners.
  • Strong understanding of the independent financial advisory landscape, including RIA models, OSJ structures, and broker-dealer affiliations.
  • Confident in conducting cold outreach and navigating long sales cycles with high-value prospects.
  • Skilled in negotiation and closing, with a consultative approach to relationship building.
  • Proficient in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
  • Bachelor’s degree in Business, Finance, or related field preferred.

Preferred:

  • Experience working with RIA aggregators, roll-up firms, broker-dealers, or succession planning platforms.
  • Familiarity with AUM-based valuation models and financial advisor transition planning.

Compensation & Benefits:

  • Competitive base salary plus performance-based bonuses and deal commissions
  • Comprehensive health, dental, and vision insurance
  • 401(k) with employer match
  • In person with regular presence in Bloomfield, CT

Apply Now:

If you're passionate about driving growth in the independent financial advisory space and want to play a key role in high-impact M&A deals, we’d love to hear from you. Submit your resume and a short cover letter today.

Job Type: Full-time

Pay: $75,000.00 - $150,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Bonus opportunities
  • Commission pay

Application Question(s):

  • Please elaborate on your experience within financial services, wealth management, or insurance

Experience:

  • Financial services: 1 year (Required)

Ability to Commute:

  • Bloomfield, CT 06002 (Required)

Work Location: In person

Job Tags

Full time, Monday to Friday,

Similar Jobs

EVONA

Wire Harness Assembly Technician Job at EVONA

 ...Wire Harness Assembly Technician Albuquerque, New Mexico We are seeking an experienced Electrical Technician with a strong background in harness assembly to support the production and integration of electrical systems for our Aerospace client This role is hands-... 

ClientMind Recruiting Inc.

Senior Firmware Engineer Job at ClientMind Recruiting Inc.

 ...Clientmind Recruiting is searching for a Senior Firmware Engineer for a growing technology company in Greenbelt, MD. This role is responsible for designing, developing, and maintaining firmware and software in various applications. This is a full-time position and will... 

TELUS Digital AI Data Solutions

Online Data Analyst (Spanish Speaker Freelance/WFH) | No experience Job at TELUS Digital AI Data Solutions

 ...of information. Join us today and be part of a dynamic and innovative team that is...  ...Qualification path No previous professional experience is required to apply to this role,...  ...assessment process. This is a part-time long-term project and your work will be subject... 

Heron Wolf

Civil project Manager/Estimator Job at Heron Wolf

 ...+ Bonus Finding people whove actually bid and built public work is rare. We know well likely have to pay above market to get the...  ...joining a 35-person management team. Two of our senior estimators are retiring, and were ready to hand over serious responsibility. Want to... 

McMullen Financial Group

Paraplanner / Entry Level Financial Advisor Job at McMullen Financial Group

 ...Job description: As an entry level Financial Advisor you will find this is an incredible opportunity for candidates with little or no experience who are looking to build a rewarding career in the financial services industry. You will receive comprehensive training and...